Lead-Lag Live cover image

The Calm Before The Storm With Michael Kramer

Lead-Lag Live

00:00

Investing in Emerging Markets

There's got to be a price for these stocks at some point. I use things like South Korea or Hong Kong or Taiwan more as gauges in terms of where U.S. markets are going, right? And if those markets are cracking, it probably means that they're seeing weakness in their economies. These are the guys who are making everything that we're putting into a lot of our goods and services, right? So that's what they mean to me and why I look at them.

Play episode from 23:41
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app